SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 407 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $166,000 | +4.4% | 2,000 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $159,000 | +15.2% | 2,000 | 0.0% | 0.06% | -6.6% |
| Q4 2018 | $138,000 | -15.9% | 2,000 | 0.0% | 0.06% | +13.0% |
| Q3 2018 | $164,000 | +7.9% | 2,000 | 0.0% | 0.05% | -12.9% |
| Q2 2018 | $152,000 | +6.3% | 2,000 | 0.0% | 0.06% | +47.6% |
| Q1 2018 | $143,000 | +1.4% | 2,000 | 0.0% | 0.04% | -6.7% |
| Q4 2017 | $141,000 | +6.8% | 2,000 | 0.0% | 0.04% | -15.1% |
| Q3 2017 | $132,000 | +1.5% | 2,000 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $130,000 | +3.2% | 2,000 | 0.0% | 0.05% | -1.8% |
| Q1 2017 | $126,000 | +12.5% | 2,000 | 0.0% | 0.06% | +14.6% |
| Q4 2016 | $112,000 | +0.9% | 2,000 | 0.0% | 0.05% | -25.0% |
| Q3 2016 | $111,000 | +0.9% | 2,000 | 0.0% | 0.06% | -7.2% |
| Q2 2016 | $110,000 | +111.5% | 2,000 | +100.0% | 0.07% | +60.5% |
| Q1 2016 | $52,000 | – | 1,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
| Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
| Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
| Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
| Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
| Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
| Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
| Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
| Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
| HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |